# Completing the Onboarding Tour
The Onboarding Tour is a guided checklist that helps you configure every essential piece of your clinic before seeing your first patient. It launches automatically for the Clinic Owner on first login.
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Tour Steps
| # | Step | What to do |
|---|---|---|
| 1 | Clinic Profile | Add your logo, address, tax number, and license. |
| 2 | Branches | Create at least one branch (the main location). |
| 3 | Invite Staff | Add doctors, receptionists, and nurses. |
| 4 | Procedure Catalog | Enter the services you offer and their fees. |
| 5 | Payment Methods | Enable Cash, Card, InstaPay, and/or Stripe. |
| 6 | First Patient | Register a test patient to see the full workflow. |
| 7 | First Appointment | Book that patient to verify schedule & session flow. |
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Resuming the Tour
If you closed the tour mid-way:
- Go to Settings → Clinic Setup.
- Click Resume Onboarding.
The tour remembers your last completed step.
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Skipping Steps
You can skip any step by clicking Skip for now. Skipped steps stay highlighted in the checklist so you can return later.
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After Completion
Once all steps are marked ✅, the tour dismisses and a confetti animation plays. You are now fully operational.
> ⚠️ Important: Completing the tour does NOT automatically activate your subscription. You still need to choose a plan under Settings → Billing.